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Sonic Automotive

151 hedge funds and large institutions have $805M invested in Sonic Automotive in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $1.73M

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 41

32% more capital invested

Capital invested by funds: $609M → $805M (+$195M)

6% more funds holding

Funds holding: 143151 (+8)

1.7% less ownership

Funds ownership: 84.05%82.35% (-1.7%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
3.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
55
Reduced
41
Closed
18
Calls
$2.72M
Puts
$1.73M
Net Calls
+$982K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
126
Quantamental Technologies
New York
$133K +$115K +4,246 New
CIAS
127
Capital Investment Advisory Services
North Carolina
$127K
MCIM
128
Meadow Creek Investment Management
Georgia
$126K
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$125K +$2.84K +105 +3%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$123K +$1.57K +58 +1%
AP
131
Advisors Preferred
Maryland
$117K +$101K +3,732 New
Simplex Trading
132
Simplex Trading
Illinois
$84K +$72.9K +2,699 New
TRCT
133
Tower Research Capital (TRC)
New York
$81K +$69.8K +2,581 New
AG
134
Advisor Group
Arizona
$75K +$46.8K +1,731 +258%
AIP
135
Ameritas Investment Partners
Nebraska
$68K
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$57K
CMBA
137
C.M. Bidwell & Associates
Hawaii
$45K -$4.59K -170 -11%
VCM
138
Versant Capital Management
Arizona
$42K -$1.59K -59 -4%
Lazard Asset Management
139
Lazard Asset Management
New York
$38K +$33.4K +1,236 New
AIC
140
Ameritas Investment Company
Nebraska
$34K +$27.9K +1,033 New
LIA
141
LS Investment Advisors
Michigan
$24K
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$18K -$2.11K -78 -12%
UBS Group
143
UBS Group
Switzerland
$15K -$8.76K -324 -41%
GAM
144
Gemmer Asset Management
California
$5K
AIC
145
Archer Investment Corporation
Indiana
$3K
HGWM
146
Harvest Group Wealth Management
Massachusetts
$2K
US Bancorp
147
US Bancorp
Minnesota
$2K
PFBT
148
Parkside Financial Bank & Trust
Missouri
$1K
TWA
149
TCI Wealth Advisors
Arizona
$1K
TFO
150
Tarbox Family Office
California
$1K +$946 +35 New

SAH Hedge Fund Activity: Q3 2019 in Review

151 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q3 2019, worth a combined $805M — up 32% from $609M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SAH positions and 18 closed out — a net gain of 8 holders — while 55 added to existing stakes and 41 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $12.9M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $28.1M.

  • 151 institutional investors held Sonic Automotive (SAH) as of Q3 2019, up from 143 in Q2 2019.
  • Funds reported $805M of Sonic Automotive stock for Q3 2019, up 32% quarter-over-quarter.
  • 26 funds opened new Sonic Automotive positions in Q3 2019 and 18 closed out, a net change of +8 holders.
  • The largest Sonic Automotive buyer in Q3 2019 was Loomis, Sayles & Company, an estimated $12.9M added.
  • The largest Sonic Automotive seller in Q3 2019 was Hotchkis & Wiley Capital Management, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2019.